RightFocus Investments Pvt. Ltd.
Bangalore – www.finatoz.com – 14/05/2022
Salary – 4 to 7 LPA
Job Title
Associate Financial Advisor
Company Profile
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RightFocus Investments Pvt. Ltd. is located in Bengaluru, Karnataka, India and is part of the Management, Scientific, and Technical Consulting Services Industry.
Job Profile & Responsibilities
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Understanding customer requirement and creation of a comprehensive Financial plan for the customer. We have an inhouse tool to create the Financial plan.
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Analysis of customer’s current portfolio and advising him to sell / redeem his bad assets.
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Presenting the financial plan to the customer and helping him understand his financial goals. Create a roadmap for the customer to achieve his financial goals.
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Review and track the financial plan for the customers assigned to you.
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Training the sales team on the basics of Financial planning.
Preferred Qualifications
- MBA-Finance / Post graduation in Finance.
- CWM or CFP or NISM IA Level-2.
Desired Candidate Profile
- 2 to 4 years of relevant experience.
- Proficiency in Microsoft Excel will be an added advantage.
